+6.1%
GOOG vs URI
+33.7%
-27.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.6% |
| 7D | +4.8% | +9.3% | -4.5% | +4.9% |
| 30D | -15.5% | +7.6% | -23.1% | -15.5% |
| 3M | -13.7% | +1.0% | -14.7% | -13.7% |
| 6M | -23.0% | +19.8% | -42.8% | -23.4% |
| YTD | -5.7% | +41.9% | -47.5% | -9.4% |
| All | +6.1% | +33.7% | -27.6% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling